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Fisher Investments CRD 107342
$387B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-23 |
Branch Locations
6500 International Parkway Ste 250, Plano, TX 75093 • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2018 | 03/2021 |
| Oral Roberts University | Tulsa | OK | 08/2013 | 05/2018 |
| Heb Grocery Store | Fredericksburg | TX | 06/2014 | 08/2017 |
| Oral Roberts University | Tulsa | OK | 08/2016 | 08/2017 |
| Fisher Investments | Plano | TX | 04/2021 | Present |
the name of the other business; Weather Inercepts whether the business is investment-related; No the address of the other business; Frisco, TX the nature of the other business; Storm chasing. Capture weather videos and sell to media organizations your position; Owner and sole employee the start date of your relationship; 02/23/23 the approximate number of hours/month you devote to the other business;11-20 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Owner, driver, admin, filmer, etc the name of the other business; Texas Storm Chasers whether the business is investment-related; No the address of the other business; 78754 the nature of the other business; Storm chasing. Capture weather videos and sell to media organizations your position; Independent Contractor the start date of your relationship; 01/08/2026 the approximate number of hours/month you devote to the other business; 5 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; As a member of Texas Storm Chasers, I am tasked with documenting weather events while out storm chasing. I will be eligible to participate in revenue sharing from the organization but will have no say or control over financial decisions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-20 |
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